How can we help your charity?

The right investment choices can make all the difference to your charity’s long-term success. As advisers to a large number of charities, alongside many other institutional investors, we’re ideally placed to help you achieve the long-term resilience your charity needs to deliver its purpose.

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Our services

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Investing in line with your values.

From climate change to social issues, we’ll ensure that the themes that matter most to you are reflected in your investment portfolio.

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Asset allocation that delivers.

The right asset mix is a crucial part of your investment strategy. We can help you build an asset allocation that’s aligned to your specific needs, eg time horizon and tolerance of risk.

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Finding the right managers.

Our research specialists maintain a list of ‘best in class’ fund managers, based on our rigorous methodology. We can help you choose the right managers or review the ones you have in place to ensure they’re fit for purpose.

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Overseeing your OCIO arrangements.

As providers of fiduciary oversight to charities and pension schemes of all sizes, we’re ideally placed to review your OCIO arrangements to ensure they’re robust.

We can provide a well-rounded review of your charity, identifying key areas to strengthen overall financial resilience. We believe this is an easy way to ensure your charity will remain financially sustainable for the generations to come.
Chris King
Chris King Head of Charities

Why choose us?

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Unconflicted, independent advice.

Hymans Robertson is wholly owned by our partners, which means we’re free from external pressure to prioritise short-term results over our clients’ long-term goals. We are able to give you whole-of-the-market advice – helping you to find the investments most relevant to your needs.

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A firm that shares your values.

Our business was founded over 100 years ago to serve the public sector. We understand the value of the public-service mindset because it's in our DNA.

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Stay ahead of regulatory guidance.

As well as being investment experts, we have close ties with fellow charities professionals. Our advice will reflect best practice and the latest Charity Commission guidance.

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Investment advice with purpose for charities and endowments

Every charity we speak to emphasises sustainability as their number-one financial priority.

To deliver this, you require an investment strategy with purpose that’s not only capable of delivering resilient growth and income but is also aligned with the environmental and social expectations of stakeholders and beneficiaries. This ensures all financial resources are pulling in the same direction to ethically deliver the impact required today, while also safeguarding services for future generations. 

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Proud to be B Corp

In 2023, we achieved B Corp certification and joined the B Corp Movement. Widely recognised as a ‘gold standard’ for social and environmental performance, B Corp certification is a rigorous and comprehensive process overseen by B Lab – a non-profit network dedicated to transforming the global economy to benefit all people, communities and the planet.

To become certified, businesses must demonstrate their performance and credentials across five key areas – Governance, Workers, Community, Environment and Customers – which are measured and evidenced via B Corp’s Impact Assessment platform. B Corps also make a legal commitment by changing their corporate governance structure to be accountable to all stakeholders, not just shareholders. 

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The Hymans Robertson Foundation

Every year, we donate 2% of our profits to the Hymans Robertson Foundation. We set up the Foundation to make a difference to the lives of disadvantaged young people and communities in the UK. We offer bursaries and grants, and we’ve also committed to multi-year funding for ten charity partners.

The Foundation’s 10-year goal is to support 10,000 young people into better financial futures. To year-end 2024, we distributed £1.2 million of grant giving. 

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Could your charity use a health check?

No two charities are the same. Although each is dedicated to a critical cause, their approaches to fundraising and investing can vary dramatically. We identified a growing need to review long-term sustainability in the sector while being cost-conscious. This need led to the development of our Charities Health Check. Based on input from the Third Sector Research Centre, we’ve identified 10 factors that drive charities’ long-term financial sustainability.

Our Charities Health Check service gives you an easy-to-digest summary, showing you how your charity ranks on each factor. We’ll identify any areas that need attention and present a clear plan of action. Read our case study to understand how we helped a large financial group identify and plug the holes in their investment strategy.

Contact us

We’d love to share our experiences with you and chat to you about how to safeguard your charity in the years ahead.

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Chris King

Chris King

Tel. 020 7082 6404

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Russell Chapman

Russell Chapman

Tel. 020 7082 6134

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